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Jan 19, 2022

Addressing Health Disparity: Importance and Impact for HEDIS

Health disparities were among the many challenges brought to the forefront during the COVID-19 pandemic. Recognizing COVID’s impact, the Centers for Disease Control and Prevention published a response outlining strategies to improve the health outcomes of populations disproportionately affected. However, disparities and health equity are not new issues. Mandated by Congress and supported by a U.S. Department of Health and Human Services Interagency Work Group, the Agency for Healthcare Research and Quality (AHRQ) has reported on progress and opportunities for improving healthcare quality and reducing healthcare disparities for the past 17 years. Their 2019 National Healthcare Quality and Disparities Report encompasses reported patient care 2016-2018 and shows there are still disparities when comparing healthcare experience across races.

Jan 18, 2022

3 Trends in Automation: Evolving to a New Normal

Many organizations have accelerated their plans for digital transformation, driven largely by the COVID-19 pandemic and remote work conditions that appear to be the “new normal” moving forward. In the face of the “great resignation,” there is an increasing emphasis on and benefit from adapting to hybrid models of employees working both in the office and from home on a more permanent basis. The growth of those hybrid workforces is in turn driving the need for more efficiency. As a result, organizations are relying more heavily on process mining and AI to achieve their operational goals.

Jan 14, 2022

What to Expect When Gearing Up for 18f-4

The impending SEC Rule 18f-4 that comes into effect August 2022, will change the regulatory framework for financial institutions that engage in derivatives transactions. US-based registered investment companies, including mutual funds, ETFs, closed-end funds and others are gearing up for the reporting requirements that involve complex calculations and modeling techniques.

Jan 14, 2022

SEC Rule 18f-4: Backtesting 101

The SEC Rule 18f-4 comes into effect August 2022, changing the regulatory framework for derivatives use by registered investment companies, including mutual funds, ETFs, and closed-end funds. One of the many requirements of the Rule is to conduct backtesting on those funds that require a VaR-based leverage limit.

Jan 12, 2022

Collateral Management Amid Changing Regulations

With the new regulations like the ongoing roll-out of Uncleared Margin Rules (UMR), many firms are evaluating if they are ready for regulatory deadlines, and whether they are able to proactively manage collateral exposures and challenge calls on a factual basis. Many are facing obstacles like the inability to independently value positions and calculate and challenge margin calls.

Jan 10, 2022

SS&C Wins Two Categories in WatersTechnology Awards

SS&C was recently recognized by WatersTechnology in the Buy-Side Technology Awards, winning two of the 37 categories. WatersTechnology selected SS&C Sylvan as Best buy-side performance measurement and attribution product, and SS&C Advent Outsourcing Services (AOS) took home the award for Best outsourcing provider to the buy side.

Jan 7, 2022

Risky Business: Getting Advisors to Talk about ESG to Clients

Despite all the headlines about the soaring popularity of environmental, social and governance (ESG) investing, these strategies are still proving to be a hard sell with many advisors. Our recent blog post discussed the factors behind the resistance of the three in five advisors that are not currently using ESG—and what asset managers need to do to win them over.

Dec 20, 2021

To Win the Platform Placement Game, Figure Out What Distributors Need

It goes without saying that product performance is central to the success of any asset management firm. However, performance is only one part of the story. To stay relevant, asset managers also need to ensure that they are staying on top of product trends—and, most importantly, delivering products that their clients want and need. Platform placements are a key component of this process, and in order to get products onto distributor platforms, firms need an in-depth understanding of distributors’ needs and criteria.

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